Vitruvian Capital Management

SKBA Capital Management is a San Francisco-based investment firm that specializes in responsible and socially conscious investing, offering a range of value-focused and flexible bond investment opportunities. With a team of experienced professionals and a commitment to responsible investing, SKBA Capital Management aims to provide value-driven investment solutions that align with clients' financial goals and ethical values.Generated from the website

Legato Capital Management LLC is an investment management firm based in San Francisco, dedicated to creating multi-manager portfolios that aim to deliver competitive risk-adjusted returns. The firm emphasizes a commitment to client service and the strategic integration of entrepreneurial talent to enhance institutional investment performance. With a philosophy grounded in combining diverse, high-conviction investment strategies, Legato prioritizes the production of risk-adjusted alpha while ensuring industry-leading client support. The firm's core values include maintaining high ethical standards, valuing client interests, fostering diversity of thought, and promoting mutual respect within the workplace. Generated from the website

SpecialtiesJust as wealth management is a continuum over your life; your wealth plan should evolve to meet the changes of your personal circumstances. That's why part of our job is to provide you with the answers you need to make sound decisions for you and your family when those changes occur. We also provide you with a range of options and opportunities so those decisions are the best decisions. We offer: Options for asset/net worth growth and protection Comprehensive planning Disciplined execution of strategies Options to manage tax liabilities Tools to understand the most complex financial matters Freedom from complicated reporting and record keeping Vista Wealth Management provides financial planning to chart the course to our client's goals as well as the investment management to get them where they want to be.